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Dimensional US Small Cap Value ETF

511 hedge funds and large institutions have $4.77B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 265 increasing their positions, 120 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFO
351
Aurelius Family Office
New Hampshire
$613K
CPW
352
Cogent Private Wealth
Florida
$592K
AWP
353
Astra Wealth Partners
New Jersey
$590K
HKIMG
354
Hutchens & Kramer Investment Management Group
Indiana
$589K
ALWM
355
Andrews Lucia Wealth Management
California
$588K
PMIM
356
Prudent Man Investment Management
Colorado
$577K
PA
357
Powerhouse Assets
Massachusetts
$574K
Mercer Global Advisors
358
Mercer Global Advisors
Colorado
$574K
JIC
359
Joel Isaacson & Co
New York
$565K
SWM
360
Spire Wealth Management
Virginia
$565K
SCM
361
SB Capital Management
California
$559K
FLPIM
362
F.L. Putnam Investment Management
Massachusetts
$555K
CA
363
Claris Advisors
Missouri
$553K
IA
364
IFP Advisors
Florida
$545K
VP
365
Verisail Partners
Georgia
$541K
CAM
366
Clark Asset Management
New Hampshire
$536K
KPWS
367
Kestra Private Wealth Services
Texas
$528K
2L
368
25 LLC
Missouri
$527K
JWM
369
Johnson Wealth Management
North Dakota
$519K
LCM
370
Lazari Capital Management
California
$517K
GM
371
GeoWealth Management
Illinois
$504K
Janney Montgomery Scott
372
Janney Montgomery Scott
Pennsylvania
$499K
WW
373
Wright Wealth
Georgia
$498K
MWP
374
Meredith Wealth Planning
Illinois
$496K
AWM
375
Austin Wealth Management
Texas
$495K